Plante Moran Financial Advisors’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-500
| Closed | -$4.98K | – | 895 |
|
|
2023
Q1 | $4.98K | Buy |
+500
| New | +$4.98K | ﹤0.01% | 645 |
|
|
2022
Q2 | – | Sell |
-1,801
| Closed | -$16K | – | 1065 |
|
|
2022
Q1 | $16K | Buy |
+1,801
| New | +$16K | ﹤0.01% | 539 |
|
|
2021
Q2 | – | Sell |
-3,460
| Closed | -$41K | – | 1098 |
|
|
2021
Q1 | $41K | Buy |
3,460
+2,460
| +246% | +$29.2K | 0.01% | 402 |
|
|
2020
Q4 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 621 |
|